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Thinking ahead — market was closed
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US-Markt zu, Crypto flach: BTC ~$78.5k (+0.2%), Stimmung calm. Buch bei -1.4%, alle 16 Positionen rot ohne Einzeltitel-News — das ist breiter Makro-Druck (Dow -0.6%, S&P -0.4%), kein Bruch der Thesen. Mean-Reversion heisst Geduld: kein Verkauf unter +1.5%, kein Kauf ohne Cash. Warten auf Signale.
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